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Jan 14, 2013
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the real stock of the day was dell. it is higher today on reports that it is in talks over a possible buyout by private equity firms. take a look. the stock rallied almost 13%. that will do it for us. thank you for being with us. hope you'll follow me on twitter and google plus. stay with cnbc, because "fast money" begins right now. >>> live from the nasdaq market site in new york city's times square. i'm melissa lee. sour apples. shares of the iphone maker slide. is apple turning into forbidden fruit? the mystery event. what facebook could be unveiling in less than 24 hours. we're in countdown mode with one of its biggest investors. and the great rotation into stocks heating up. we get the likely impact. first, our top story. apple shares dipping below $500. it comes following reporters of weaker iphone demand and component order cuts, pete. >> right. and i think when you're looking at apple, there has been the story. everybody wants to put a tab on what exactly is pushing apple to the down side. seems like a broken ch
the real stock of the day was dell. it is higher today on reports that it is in talks over a possible buyout by private equity firms. take a look. the stock rallied almost 13%. that will do it for us. thank you for being with us. hope you'll follow me on twitter and google plus. stay with cnbc, because "fast money" begins right now. >>> live from the nasdaq market site in new york city's times square. i'm melissa lee. sour apples. shares of the iphone maker slide. is apple...
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Jan 22, 2013
01/13
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microsoft is going to help dell make a deal. our own david faber reporting this afternoon that microsoft is in talks with silver lake to invest between $1 and $3 billion as part of dell's buyout. talks are jog gone and a deal could be reached at the end of the week. so, we asked, fact or fiction. karen, what do you say? >> i do believe it. microsoft has tremendously deep pockets and faber's done a great job here. this is what he's hearing, they're in some sort of a preferred position, that's a better return they can get, so, i'm going to go with fact. >> the other thing at work here is that obviously microsoft like so many tech companies has a lot of its cash domiciled overseas. and according to tax experts, microsoft could use foreign cash to finance this deal as long as it doesn't take a stake more than 25% for dell. mike khouw, i'm curious in the options markets because david faber is reporting $13.50 to $14. where do the options pan out? >> it's interesting, the most active options were the february 14 calls though the 13s f
microsoft is going to help dell make a deal. our own david faber reporting this afternoon that microsoft is in talks with silver lake to invest between $1 and $3 billion as part of dell's buyout. talks are jog gone and a deal could be reached at the end of the week. so, we asked, fact or fiction. karen, what do you say? >> i do believe it. microsoft has tremendously deep pockets and faber's done a great job here. this is what he's hearing, they're in some sort of a preferred position,...
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Jan 15, 2013
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. >> david faber confirming that dell is in talks for a leverage buyout, that would value dell shares between $13 and $14 a share. sources telling david that the equity investments from potential investors would be roughly $2 billion. debt financing seen as oversubscribed. the deal would contemplate repatriation of some of its cash from overseas. michael dell would also have some skin in the game. he could be seen investing some fresh money in the deal. he has a 4.5 billion take in terms of shares in the company. the dell deal, he says, could be final iltzed within a couple of weeks. dell, he says, has been talking about an lbo since this past summer. melissa? >> all right, thank you, bertha. we want to go to mike in the options desk. mike, what's striking about this number is that it is significantly lower compared to what the street was anticipating. jeffries, $15 to $17. where were the options traders playing? >> i think they were probably more in line with david's numbers, actually. we saw a lot of calls trading today. some of the 12 1/2 and 13 1/2 strike calls and the 15s. but wh
. >> david faber confirming that dell is in talks for a leverage buyout, that would value dell shares between $13 and $14 a share. sources telling david that the equity investments from potential investors would be roughly $2 billion. debt financing seen as oversubscribed. the deal would contemplate repatriation of some of its cash from overseas. michael dell would also have some skin in the game. he could be seen investing some fresh money in the deal. he has a 4.5 billion take in terms...
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Jan 9, 2013
01/13
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and, in terms of dell, you did sort of a similar analysis for dell, another stock you cover, but you still say the breakup likelihood is higher in hp. >> absolutely. hp is a bigger conglomerate. they really have four large divisions, each of which could be, you know, an s&p 50 kind of company from a revenue perspective. dell is much simpler. it's a big pc business. it's about 70% of their rev newspapers and almost 70% of their profits and then a smaller enterprise business, which is servers, storage and services. and, so, splitting dell apart becomes more difficult because you'd really want to get rid of effectively the biggest part of the company, which is pcs. with hp, you could get rid of pcs and printing and still have a very viable $50 billion plus company that is the majority of the cheap's profits. >> toni, great to speak with you. now, this is a rare scenario, where either way you've got upside. meg whitman is going to do something or she's out and the company splits. >> there's peek out there that say, you know, breaking up hp would destroy value. deutsche bank had a note ou
and, in terms of dell, you did sort of a similar analysis for dell, another stock you cover, but you still say the breakup likelihood is higher in hp. >> absolutely. hp is a bigger conglomerate. they really have four large divisions, each of which could be, you know, an s&p 50 kind of company from a revenue perspective. dell is much simpler. it's a big pc business. it's about 70% of their rev newspapers and almost 70% of their profits and then a smaller enterprise business, which is...
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Jan 16, 2013
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they just go ahead of dell. so, in some wakes, you cannot let go of the businesses that you think have potential for greater growth, especially as they are in their fifth restructuring in five years, it seems like. >> let's talk shares of apple. recovering 4% today as investors scramble to get out of the stock. here's what tom demark said yesterday on "fast." tom, let's be clear here. you are saying that the bottom is in. >> yeah, bottom is in today or tomorrow. >> can't be much clearer than that. joining us now is a man who made that call. let's welcome andy hargreave. great to have you. >> thanks for having me. >> yours is the second downgrade as we said, in a month. do you feel like you are a little bit late to this party in terms of the change in sentiment in apple? >> well, yeah, i mean, the timing wasn't ideal, certainly, i mean, it's a thesis, though, that we've been working on for several months, to be quite honest, and talking about it a little bit. and, you know, i wish i could write a little faster, w
they just go ahead of dell. so, in some wakes, you cannot let go of the businesses that you think have potential for greater growth, especially as they are in their fifth restructuring in five years, it seems like. >> let's talk shares of apple. recovering 4% today as investors scramble to get out of the stock. here's what tom demark said yesterday on "fast." tom, let's be clear here. you are saying that the bottom is in. >> yeah, bottom is in today or tomorrow. >>...
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Jan 28, 2013
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. >> well, shares of dell have popped up 42% since then. karen -- a little bit -- maybe a little bit unfair because it's moved higher because of other reasons, not fundamental reasons. >> but you know, when you're in this business, you make a lot of decisions, and sometimes you make what i think is an okay decision and it doesn't come out the way you hope. dell's one of them. i don't regret that decision. i do this all of that is true. if you have to be in it with the hope of a buyout which is not really my thing. i've made so many other bad decisions that led to bad outcomes that we didn't choose. owning hp at all in the first half of 2012, at all in 2011, that was a bad decision. so, this one, yeah, would i like to have made that much none in dell, absolutely. but i don't view it as a bad decision. >> right. >> that was a genius acceptance speech for the good, bad and ugly. totally -- >> i could do a whole show on bad decisions. we don't have that much time. >> wow. >> finally -- onto the ugly. and this is one that everybody here can part
. >> well, shares of dell have popped up 42% since then. karen -- a little bit -- maybe a little bit unfair because it's moved higher because of other reasons, not fundamental reasons. >> but you know, when you're in this business, you make a lot of decisions, and sometimes you make what i think is an okay decision and it doesn't come out the way you hope. dell's one of them. i don't regret that decision. i do this all of that is true. if you have to be in it with the hope of a...
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Jan 15, 2013
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i think dell -- what dell needs to do is it needs to execute well and continue with the current strategy and ultimately hope that earnings improve and they will be rewarded in the marketplace. >> toni, thanks for the knowledge. this is a good conversation. thanks for being on the show. >> my pleasure. >>> virtual dr. j, what's going to happen? >> keep in mind that hewlett-packard paid $11 billion for aton what was autonomy? this is not an overly large lbo. i disagree completely. if you can round up $11 billion in cash over to huewlett. >> coming up on "halftime," less than an hour away from facebook's big announcement. the stock rallies high at 63% in three months. if you think stocks are in the best to gain, you may want to think about. that guy right there, greg peters of morgan stanley, is going to tell you what you should be betting on instead of the u.s. when "halftime comes right back. ♪ [ male announcer ] how do you turn an entrepreneur's dream... ♪ into a scooter that talks to the cloud? ♪ or turn 30-million artifacts... ♪ into a high-tech masterpiece? ♪ whatever your b
i think dell -- what dell needs to do is it needs to execute well and continue with the current strategy and ultimately hope that earnings improve and they will be rewarded in the marketplace. >> toni, thanks for the knowledge. this is a good conversation. thanks for being on the show. >> my pleasure. >>> virtual dr. j, what's going to happen? >> keep in mind that hewlett-packard paid $11 billion for aton what was autonomy? this is not an overly large lbo. i disagree...
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Jan 17, 2013
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the dell yumg of earnings reports continues next week with google, apple and microsoft all set to report. we'll get results in the restaurant space from mcdonald's and starbucks and there's a bit of retail there in the mix with coach on deck, so, what are some of the plays that can help you capitalize on this ramp up in earnings season? let's find out with matt hogan. matt, great to see you. >> glad to be here. >> we've gotten through a lot of the financial earnings. we do have morgan stanley tomorrow and you're saying the flow continues into the xlf? >> we're seeing huge inflows. more than a billion dollars has come into that etf this year. one of the top grossing etfs of the year. i think investors are playing the strong notes from people like goldman sachs. people see a generally positive environment for those stocks. i think lmomentum continues there. >> you are seeing flows into materials and technology, but a flo flow out of staples and health care, correct? >> it's clear as day. for etf investors, all risk on and out of risk off. we've seen a billion dollars flow out of telecom, u
the dell yumg of earnings reports continues next week with google, apple and microsoft all set to report. we'll get results in the restaurant space from mcdonald's and starbucks and there's a bit of retail there in the mix with coach on deck, so, what are some of the plays that can help you capitalize on this ramp up in earnings season? let's find out with matt hogan. matt, great to see you. >> glad to be here. >> we've gotten through a lot of the financial earnings. we do have...
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Jan 16, 2013
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j.b., take dell. >> dell is interesting because valuation talk for this deal could be 13 bucks, 14 bucks. >> that's what faber's reporting. >> i don't know i would dive into the stock. there might be some letdown if it doesn't happen. what makes it interesting is, it allows you to look at some of these other tech names that have kind of been rallying for the last few months because maybe some of them are just written off too much, too hated on the street. obviously rim is an obvious example of that. i think it's worth looking at some old tech names. maybe ebay -- maybe emc doesn't get enough attention. there are a lot of them out there. >> it's interesting a big value guy like nygren has been in dell for a while. he's liked it for a while and thinks it's worth more than what they're even talking about it could be worth now in a bid to take it private. pete? >> you talk about value. he's one of the guys out there right in front of everybody talking about bank of america. i think the other read through is he's very strong in the industrial space. he's talking about emerging market growth a
j.b., take dell. >> dell is interesting because valuation talk for this deal could be 13 bucks, 14 bucks. >> that's what faber's reporting. >> i don't know i would dive into the stock. there might be some letdown if it doesn't happen. what makes it interesting is, it allows you to look at some of these other tech names that have kind of been rallying for the last few months because maybe some of them are just written off too much, too hated on the street. obviously rim is an...
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Jan 8, 2013
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♪ whatever your business challenge, dell has the technology and services to help you solve it. >>> ri
♪ whatever your business challenge, dell has the technology and services to help you solve it. >>> ri
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Jan 23, 2013
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♪ whatever your business challenge, dell has the technology and services to help you solve it. >>> apple shares now down 10%. in fact, they have lost about one-third since hitting their highs back in september. let's go out to john fort with the latest from the conference call. john. >> melissa, interesting color first of all on i max, tim cook saying if we had been able to build enough to meet demand based on the product changeover and if the quarter had been as long as it was a year ago we would have beaten the mac number. he in effect said that. also said question the accuracy of any rumor about our build plans, even if you get one individual supplier, giving you some data point, that doesn't give you the full view on what we actually planned to do. we tweaked things for suppliers all the time for all kinds of reasons. he also mentions that the mix of iphone 5s to total iphones is about what you would expect historically. the same as the mix between iphone4s and total iphone. he did mention the iphone 4 was supply constrained throughout the quarter. he said the same about the ipad min
♪ whatever your business challenge, dell has the technology and services to help you solve it. >>> apple shares now down 10%. in fact, they have lost about one-third since hitting their highs back in september. let's go out to john fort with the latest from the conference call. john. >> melissa, interesting color first of all on i max, tim cook saying if we had been able to build enough to meet demand based on the product changeover and if the quarter had been as long as it was...
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Jan 22, 2013
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dealing for dell, new details about the company's plan the go private. and now microsoft's in the mix. what does it mean for the stock? a big debate is coming up. but first, our top story, tech's big moment. over the next 30 hours, some of the biggest names in the industry will report their earnings and for a sector that's dramatically underperformed the market so far this year, anticipation could not be higher. google, ibm, texas instruments all in the halftime playbook and we're trading the big movers with josh brown and mike murphy and doc, i'm going to you first. >> because you called me joe. >> it's the options market. where you can often see what the market is betting on ahead of earnings like this. what do you do expect or see? >> well, just to give the viewers a little insight here from what the trading perspective and the options floors has judged, ibm ahead of earnings tonight is a $6 straddle at the 195 strike. that's implying a 3% move up or down. volatility is right around 40. so you'd expect that since apple is implying a 7% move it's impli
dealing for dell, new details about the company's plan the go private. and now microsoft's in the mix. what does it mean for the stock? a big debate is coming up. but first, our top story, tech's big moment. over the next 30 hours, some of the biggest names in the industry will report their earnings and for a sector that's dramatically underperformed the market so far this year, anticipation could not be higher. google, ibm, texas instruments all in the halftime playbook and we're trading the...
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Jan 24, 2013
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♪ whatever your business challenge, dell has the technology and services to help you solve it. >>> welcome back to "fast money." an update from the microsoft earnings call. microsoft says 100 million windows apps have been downloaded also pointed to bookings as a bright spot going forward. server and tools saw bookings up 15%. the business division sees bookings up 18% in the quarter. so lots of money that's coming in that isn't being counted quite yet, but microsoft argues points to good things coming in the future, guys. back to you. >> thank you very much, john. speaking of microsoft, let's bring in gary kaminsky. apple could be the next microsoft. why? >> hey, melissa, this is all really hot off the press. let me run through it. you remember the other night, two nights ago we talked about sort of the changing hands, the momentum growth investors getting out of apple. the question was were we going to see the devalued buyers buying today. you're not going to see them without some sort of catalyst. so the deep value buyers fade away. but colin mcclelland joined us on swap on the street b
♪ whatever your business challenge, dell has the technology and services to help you solve it. >>> welcome back to "fast money." an update from the microsoft earnings call. microsoft says 100 million windows apps have been downloaded also pointed to bookings as a bright spot going forward. server and tools saw bookings up 15%. the business division sees bookings up 18% in the quarter. so lots of money that's coming in that isn't being counted quite yet, but microsoft argues...
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Jan 10, 2013
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♪ whatever your business challenge, dell has the technology and services to help you solve it. ♪ ♪ ♪ [ male announcer ] some day, your life will flash before your eyes. ♪ make it worth watching. ♪ the new 2013 lexus ls. an entirely new pursuit. >>> welcome back to "fast money," i'm mary thompson with an update on the conference call with american express. the company, of course, also cutting 5,400 jobs and giving a number on how much it will save in expenses. it says this will allow it to keep operating expense growth under 3% in 2013 and '14. it also said the 5,400 jobs will be split. the cuts will be split between the u.s. and its overseas operations. you can see the stock is actually retreated in afterhours sessions after initially spiking on the news that its earnings, x items, would be three cents ahead of estimates. it said that the job cuts that are happening will impact primarily that are nonrevenue. when asked about how higher taxes may impact its business, it says traditionally it has seen spending by its customers linked far more closely to gdp growth than any impact -
♪ whatever your business challenge, dell has the technology and services to help you solve it. ♪ ♪ ♪ [ male announcer ] some day, your life will flash before your eyes. ♪ make it worth watching. ♪ the new 2013 lexus ls. an entirely new pursuit. >>> welcome back to "fast money," i'm mary thompson with an update on the conference call with american express. the company, of course, also cutting 5,400 jobs and giving a number on how much it will save in expenses. it...
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Jan 30, 2013
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he pointed to dell announcing they are going to have 4g chip set in a tablet/pc hybrid they were talking about. they are not quite seeing the pop they want to see. a lot of times competitors coming behind apple, things like the ipad mini that have lte are expanding. they are not seeing that pop yet, but they are hopeful they will. overall, they're also seeing that the capacity has opened back up. that's something we were worried about. tsmc is back online and others are providing them with capacity, as well. firing on all cylinders is what it sounds like. >> jon, thank you. let's go to mike khouw. the beauty of this kind of trade is that $34 in chips are in each iphone 5. they also get picked up in the snap dragon and android. plus the new blackberry device. >> everybody looks at apple as being one of their biggest customers and that seems like a risk factor. but when you look at the total revenues they do, it is still a small percentage overall. and this means they're really just exposed to the smartphone market. the two most active options being the 65 strike calls, both the weeklies a
he pointed to dell announcing they are going to have 4g chip set in a tablet/pc hybrid they were talking about. they are not quite seeing the pop they want to see. a lot of times competitors coming behind apple, things like the ipad mini that have lte are expanding. they are not seeing that pop yet, but they are hopeful they will. overall, they're also seeing that the capacity has opened back up. that's something we were worried about. tsmc is back online and others are providing them with...
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Jan 7, 2013
01/13
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♪ whatever your business challenge, dell has the technology and services to help you solve it. i am probably going to the gas station about once a month. last time i was at a gas station was about...i would say... two months ago. i very rarely put gas in my chevy volt. i go to the gas station such a small amount that i forget how to put gas in my car. [ male announcer ] and it's not just these owners giving the volt high praise. volt received the j.d. power and associates appeal award two years in a row. ♪ [ >>> they're supposed to be some of the smartest money on the street but hedge fund managers had it tough last year. 88% of funds trailed the market. overall hedge funds were just up 8% while the s&p 500 returned 13%. some of the notable losers were john paulson and david einhorn. down 24% at the end of november. very average year for david, whose greenlight capital was right there with the bunch, returning 8%. paulson and einhorn were hurt by big positions in gold. dan loeb saw his flag ship up 21%. and leon cooperman saw net returns of 26% with picks like aig and sprint.
♪ whatever your business challenge, dell has the technology and services to help you solve it. i am probably going to the gas station about once a month. last time i was at a gas station was about...i would say... two months ago. i very rarely put gas in my chevy volt. i go to the gas station such a small amount that i forget how to put gas in my car. [ male announcer ] and it's not just these owners giving the volt high praise. volt received the j.d. power and associates appeal award two...
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Jan 24, 2013
01/13
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like the old dell. you have the suppliers financing the business, don't have the big off balance sheet hanging out there. the bottom line, he said, look, if you have revenue growing, below the cost of capital, bottom line, ain't good. now, the wall street, have i seen the stories so many times before? i got the tracks on my back to prove it. yes. but as i tweeted out this morning, this company right now with what is going on cannot afford any more quickster bound blunders, not even a mishap. >> who can? >> amazon has been able to. amazon has been able to. amazon is one of those companies that people look out -- they can give you every metric of why this company shouldn't be priced where it is. >> maybe they had this one wrong. maybe reed gets the last laugh. >> maybe it is difficult to call tops and bottoms in stocks. you may be right ultimately, but as long as momentum is there -- >> you're talking about a stock. >> exactly. that's what we do, invest in stocks. >> you're talking about stocks. stocks ar
like the old dell. you have the suppliers financing the business, don't have the big off balance sheet hanging out there. the bottom line, he said, look, if you have revenue growing, below the cost of capital, bottom line, ain't good. now, the wall street, have i seen the stories so many times before? i got the tracks on my back to prove it. yes. but as i tweeted out this morning, this company right now with what is going on cannot afford any more quickster bound blunders, not even a mishap....
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Jan 9, 2013
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♪ whatever your business challenge, dell has the technology and services to help you solve it. whatever your business challenge, you know it can be hard to lbreathe, and how that feels.e, copd includes chronic bronchitis and emphysema. spiriva helps control my copd symptoms by keeping my airways open for 24 hours. plus, it reduces copd flare-ups. spiriva is the only once-daily inhaled copd maintenance treatment that does both. spiriva handihaler tiotropium bromide inhalation powder does not replace fast-acting inhalers for sudden symptoms. tell your doctor if you have kidney problems, glaucoma, trouble urinating, or an enlarged prostate. these may worsen with spiriva. discuss all medicines you take, even eye drops. stop taking spiriva and seek immediate medical help if your breathing suddenly worsens, your throat or tongue swells, you get hives, vision changes or eye pain, or problems passing urine. other side effects include dry mouth and constipation. nothing can reverse copd. spiriva helps me breathe better. (blowing sound) ask your doctor about spiriva. tdd#: 1-800-345-2550
♪ whatever your business challenge, dell has the technology and services to help you solve it. whatever your business challenge, you know it can be hard to lbreathe, and how that feels.e, copd includes chronic bronchitis and emphysema. spiriva helps control my copd symptoms by keeping my airways open for 24 hours. plus, it reduces copd flare-ups. spiriva is the only once-daily inhaled copd maintenance treatment that does both. spiriva handihaler tiotropium bromide inhalation powder does not...
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Jan 17, 2013
01/13
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♪ whatever your business challenge, dell has the technology and services to help you solve it. ♪ [ male announcer ] some day, your life will flash before your eyes. make it worth watching. introducing the 2013 lexus ls. an entirely new pursuit. >>> welcome back. boeing shares just turned positive. the fallout continues for that company after the faa grounds the 787 dreamliner over those battery issues. is the recent selloff a buying opportunity in"fast money" trader and rose capital ceo joins us now. we talked a lot about this. the stock is hanging around the flat line. somebody out there thinks now is the time to get in? >> i don't think now is the time to get in on boeing. if you look how the stock trade this morning on news that their entire fleet of dreamliner is being grounded it came down to almost picture perfect. hit that level and bounced right up to where a few seconds ago it was positive. i would not jump in on boeing. the reason is this problem is not going to be going away any time soon. the company will announce earnings on the 30th. you have two weeks there. in that time
♪ whatever your business challenge, dell has the technology and services to help you solve it. ♪ [ male announcer ] some day, your life will flash before your eyes. make it worth watching. introducing the 2013 lexus ls. an entirely new pursuit. >>> welcome back. boeing shares just turned positive. the fallout continues for that company after the faa grounds the 787 dreamliner over those battery issues. is the recent selloff a buying opportunity in"fast money" trader and...
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Jan 8, 2013
01/13
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♪ whatever your business challenge, dell has the technology and services to help you solve it. impact wool exports from new zealand, textile production in spain, and the use of medical technology in the u.s.? at t. rowe price, we understand the connections of a complex, global economy. it's just one reason over 75% of our mutual funds beat their 10-year lipper average. t. rowe price. invest with confidence. request a prospectus or summary prospectus with investment information, risks, fees and expenses to read and consider carefully before investing. >>> welcome back to "fast money." take a look at sears. didn't look so bad at the open but things have gotten first. their comps quarter to date down 1.8%, triple the daily average volume. lambert is taking it over. >> we know the guy can manage money, okay? >> he can manage money. can he manage stores, though? >> can he manage that? >> would i see no reason to invest in this. when you have a sears, it's reminiscent of best buy. you're hoping for a hail mary when there are so many other names out there working. you have 22% short i
♪ whatever your business challenge, dell has the technology and services to help you solve it. impact wool exports from new zealand, textile production in spain, and the use of medical technology in the u.s.? at t. rowe price, we understand the connections of a complex, global economy. it's just one reason over 75% of our mutual funds beat their 10-year lipper average. t. rowe price. invest with confidence. request a prospectus or summary prospectus with investment information, risks, fees...
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Jan 10, 2013
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♪ whatever your business challenge, dell has the technology and services to help you solve it. >>> it was a misstatement. 90% of our distributors, okay, who are buying our product and let me just try to clarify this, buy it for one reason and they buy it for self-consumption. and that was a misstatement on that day. i was kind of hyped up that day, wasn't i? >> that of course is herb life ceo michael johnson speaking a short time ago to our kate kelly. thus far the stock is down about 1%, all of this coming on herbalife's analyst day. and dan loeb, the hedge fund manager taking the long position. we'll watch what those shares do for the remainder of the session. meantime, many questions raised about why members of the electronic exchange bats were overcharged by hundreds of thousands of dollars for their trades. bob joins us live for the latest disturbing episode. >> they reported they overcharged members $420,000 from 2008 to 2012, four years for certain orders. simply put, bats allowed some short sale trades that in some cases were not executed at the best price, and that's r
♪ whatever your business challenge, dell has the technology and services to help you solve it. >>> it was a misstatement. 90% of our distributors, okay, who are buying our product and let me just try to clarify this, buy it for one reason and they buy it for self-consumption. and that was a misstatement on that day. i was kind of hyped up that day, wasn't i? >> that of course is herb life ceo michael johnson speaking a short time ago to our kate kelly. thus far the stock is...
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Jan 31, 2013
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know, certainly what's bothersome and it does tie into high yield with investment grade is look at the dell story. we may or may not see an lbo come from dell but we're in the low rate world where you don't need investment grade rating to have access to the markets. i'm afraid we're in for dislocation and credit degrade wags because of that. >> why have they stayed so low for so long a period of time? >> i'm not sure that i can think of another period. >> exactly. if you go back to the housing market and you're a bond investor so you come back to your bias very honestly. >> um-hum. >> if you take a look with all the biased people in the housing bubble, they were saying you know what? the housing ceos, we're not in a bubble. greenspan, we're not in a bubble, but housing prices never climbed that high for any sustainial period of time so isn't the definition of a bubble that you're outside the realm of what's happened in the past, and you're there for a longer period of time with money, the $1.2 trillion that keith mentioned chasing it? why isn't that a bubble? >> there is a bubble in credit.
know, certainly what's bothersome and it does tie into high yield with investment grade is look at the dell story. we may or may not see an lbo come from dell but we're in the low rate world where you don't need investment grade rating to have access to the markets. i'm afraid we're in for dislocation and credit degrade wags because of that. >> why have they stayed so low for so long a period of time? >> i'm not sure that i can think of another period. >> exactly. if you go...
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Jan 11, 2013
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♪ whatever your business challenge, dell has the technology and services to help you solve it. whatever your business challenge, and you wouldn't have it any other way.e. but your erectile dysfunction - you know, that could be a question of blood flow. cialis tadalafil for daily use helps you be ready anytime the moment's right. you can be more confident in your ability to be ready. and the same cialis is the only daily ed tablet approved to treat ed and symptoms of bph, like needing to go frequently or urgently. tell your doctor about all your medical conditions and medications, and ask if your heart is healthy enough for sexual activity. do not take cialis if you take nitrates for chest pain, as this may cause an unsafe drop in blood pressure. do not drink alcohol in excess with cialis. side effects may include headache, upset stomach, delayed backache or muscle ache. to avoid long-term injury, seek immediate medical help for an erection lasting more than four hours. if you have any sudden decrease or loss in hearing or vision, or if you have any allergic reactions such as ra
♪ whatever your business challenge, dell has the technology and services to help you solve it. whatever your business challenge, and you wouldn't have it any other way.e. but your erectile dysfunction - you know, that could be a question of blood flow. cialis tadalafil for daily use helps you be ready anytime the moment's right. you can be more confident in your ability to be ready. and the same cialis is the only daily ed tablet approved to treat ed and symptoms of bph, like needing to go...
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Jan 7, 2013
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♪ whatever your business challenge, dell has the technology and services to help you solve it. tdd#: 1-800-345-2550 tdd#: 1-800-345-2550 and the streetsmart edge trading platform from charles schwab... tdd#: 1-800-345-2550 gives me tools that help me find opportunities more easily. tdd#: 1-800-345-2550 i can even access it from the cloud and trade on any computer. tdd#: 1-800-345-2550 and with schwab mobile, tdd#: 1-800-345-2550 i can focus on trading anyplace, anytime. tdd#: 1-800-345-2550 until i choose to focus on something else. tdd#: 1-800-345-2550 all this with no trade minimums. tdd#: 1-800-345-2550 and only $8.95 a trade. tdd#: 1-800-345-2550 open an account with a $50,000 deposit, tdd#: 1-800-345-2550 and get 6 months commission-free trades. tdd#: 1-800-345-2550 call 1-866-294-5373. >>> i'm phil lebeau. welcome back to the halftime report. more breaking news regarding that boeing 787 dreamliner that caught on fire while parked at logan airport in boston. this is video of the japan airlines plane. the plane landed. all of the passengers left the plane. a mechanic was do
♪ whatever your business challenge, dell has the technology and services to help you solve it. tdd#: 1-800-345-2550 tdd#: 1-800-345-2550 and the streetsmart edge trading platform from charles schwab... tdd#: 1-800-345-2550 gives me tools that help me find opportunities more easily. tdd#: 1-800-345-2550 i can even access it from the cloud and trade on any computer. tdd#: 1-800-345-2550 and with schwab mobile, tdd#: 1-800-345-2550 i can focus on trading anyplace, anytime. tdd#: 1-800-345-2550...
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Jan 18, 2013
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we may or may not next week get the announcement of a dell deal or potentially the deal falls through. what type of impact do you see in terms of sentiment on the overall s&p there would be if an actual deal is to occur or if it falls apart? >> i think it has to be followed by others. i think i actually feel like it is a one off thing. people are obviously eager to see something get done. you want to see the capital markets be able to achieve what on paper seems like an obvious deal. a company that probably should be private. and so i do think you want to see it done. i don't think it really punctures market psychology that badly if it doesn't get done. i just feel as if deals have to be a component of a strong market here just because all the ingredients are in place and if you didn't get a lot of corporate activity i think it would be a little bit of a worrisome sign that something was a nagging concern. >> mike, let's talk stock pick. you started picking stocks on this show on december 14th. johnson controls up 9% since then. january 4th goldman up 8%. jp morgan up 4%. kkr up 9%. b
we may or may not next week get the announcement of a dell deal or potentially the deal falls through. what type of impact do you see in terms of sentiment on the overall s&p there would be if an actual deal is to occur or if it falls apart? >> i think it has to be followed by others. i think i actually feel like it is a one off thing. people are obviously eager to see something get done. you want to see the capital markets be able to achieve what on paper seems like an obvious deal....
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Jan 23, 2013
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♪ whatever your business challenge, dell has the technology and services to help you solve it. >>> coach falling off a cliff and the company reported disappointing north american sales for the holiday season. the company told investors it had a more cautious outlook for the rest of the year. is it time to cut and run on this high-end retailer. jon is our bull, steve is our bear. they didn't give you much reason to be bullish so why are you? >> because the stock is getting down to levels i think are values again, scott. although i will point out that i have this three-day rule which is i don't buy the stock on the first day of the dip, and gary berman over at clearview trading, same sort of thing. i don't want to buy it today, but if we break through 50, get down to 49, i'm a buyer. i think also what the ceo said about china, 400 million is what he's looking in sales for out of china as well as men, he thinks the sales to men are going to go up about 50%. so it means steven is going to be buying a lot more over the next few weeks and months there because sandy that caused people to hit th
♪ whatever your business challenge, dell has the technology and services to help you solve it. >>> coach falling off a cliff and the company reported disappointing north american sales for the holiday season. the company told investors it had a more cautious outlook for the rest of the year. is it time to cut and run on this high-end retailer. jon is our bull, steve is our bear. they didn't give you much reason to be bullish so why are you? >> because the stock is getting down...